--- title: Flowtrics Reviews meta_title: 'Flowtrics Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 11 reviews by the users' company size, role or industry to find out how Flowtrics works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 11 scale: '5' date_modified: '2026-06-29' parent_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # Flowtrics Reviews **Vendor:** Flowtrics **Category:** [Workflow Management Software](https://www.g2.com/categories/workflow-management) **Average Rating:** 5.0/5.0 **Total Reviews:** 11 ## About Flowtrics Flowtrics improves workflow through process management and automation. Flowtrics provides a workflow automation platform and WYSIWYG Form Toolbox that automates and streamlines web forms, pdf forms, tasks, contracts, and documents; and then integrates data smoothly into any organization infrastructure. Recognized for best Automation with: HR Workflow - Education Workflow - Health Care Workflow - Contract Workflow - Client Onboarding Workflow ## Flowtrics Pros & Cons **What users like:** - Users value the **responsive customer support** at Flowtrics, which enhances their overall experience and satisfaction. (4 reviews) - Users find Flowtrics **exceptionally user-friendly** , enabling quick form creation and seamless onboarding processes with excellent support. (4 reviews) - Users value the **workflow automation tools** of Flowtrics, enhancing task management and significantly improving project completion times. (2 reviews) - Users value the **effective communication** from Flowtrics' support team, enhancing their overall experience and success. (1 reviews) - Users value the **easy access** of Flowtrics, simplifying compliance training and improving staff response times significantly. (1 reviews) - Easy Setup (1 reviews) - Users commend the **streamlined processes** Flowtrics offers, enhancing document management efficiency across multiple locations. (1 reviews) - Intuitive (1 reviews) - Management Ease (1 reviews) - Users value the **effective organization** features of Flowtrics, greatly enhancing file management and document efficiency. (1 reviews) ## Flowtrics Reviews ### 1. Flowtrics team is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Travis V. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Flowtrics?** Working with the Flowtrics team has been a wonderful experience. They really took the time to understand the needs of our company and worked with us to determine the best and most efficient way to manage our online documents and minimize our time on the backend. We have six different locations and their software allows us to seamlessly manage everything while still keeping separation and organization between them. The team is incredibly accessible and responsive. We are well into our second year with the service and the with the new functionality and features constantly being added I can confidently say that they will continue to be a partner of ours for years to come. **What do you dislike about Flowtrics?** Nothing to report, anytime we have had a feature request or a question on how to implement something they have been right by our side to assist. **What problems is Flowtrics solving and how is that benefiting you?** Saving time for our cusotmers completing paperwork and our staff completing our processes. We went from all paper documents to being 100% online. ### 2. Made My Job Easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Sonia R. | Director of Managed Care, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Flowtrics?** What impressed me most about Flowtrics is what it offered for my role as the Director of Managed Care for Access Medical, Inc. Managed care plans require annual compliance training. With offices located throughout California, Hawaii, Arizona and Oregon it was always difficult to get everyone to review and sign training sheets. But with Flowtrics this made my job easier! With a simple request to all the staff to review and sign the Flowtrics training sheet. The process has made a huge difference in the responses by the staff. No more trying to track down who still needs to respond. I love it! **What do you dislike about Flowtrics?** This is difficult to answer since I do not have direct contact with creating tools in Flowtrics. I submit the request to Access Medical's, Flowtrics Admin to create the request to staff. I use this tool approximatey 3 times a year. **What problems is Flowtrics solving and how is that benefiting you?** Flowtrics helped solve the problem we had with staff not responding to compliance training because there were too many steps to reply. With Flowtrics, it's a simple e-signature page for easy tracking. ### 3. Successful Partnership for over two years. **Rating:** 4.5/5.0 stars **Reviewed by:** Emily P. | Office Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2024 **What do you like best about Flowtrics?** Through the utilization of Flowtrics' comprehensive services, our organization has experienced significant improvements in the storage and organization of employee files. Additionally, we have streamlined the process of sending documents for employee signatures, resulting in increased efficiency and reduced administrative burden. The dedicated and knowledgeable staff at Flowtrics has consistently provided exceptional support and been highly responsive to our inquiries, contributing to the overall positive experience of working with their team. This successful collaboration has empowered us to better serve our employees and optimize our internal processes, and we eagerly anticipate the continuation of this fruitful partnership. **What do you dislike about Flowtrics?** Our experience with Flowtrics has been exceptional. They have consistently been responsive to our questions and provided thorough and timely information whenever we needed it. We have found no aspects of their service to dislike. **What problems is Flowtrics solving and how is that benefiting you?** The company has successfully decreased the amount of time it takes to onboard new hires by implementing more efficient processes. Additionally, they have streamlined the distribution of documents to employees for signature when files are updated. ### 4. Compliance Minded **Rating:** 5.0/5.0 stars **Reviewed by:** Rachael P. | Compliance Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2024 **What do you like best about Flowtrics?** Our partnership with Flowtrics over the past two years has made managing documents and ensuring compliance much easier. The platform has streamlined our processes, reduced the risk of regulatory issues, and boosted overall efficiency. Their team is always proactive in addressing any concerns, and they frequently update the software to suit our needs. This collaboration has proven highly effective, and we look forward to its continued benefits. **What do you dislike about Flowtrics?** No cons. Flowtrics is responsive and open to suggestions. **What problems is Flowtrics solving and how is that benefiting you?** It allows us to organize our employee files as needed, separate different kinds of files, and easily send documents to employees for signature. It has minimized errors and aided in passing accreditation inspections for our company. ### 5. Streamlined our HR processes **Rating:** 5.0/5.0 stars **Reviewed by:** Heather A. | Chief Production Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Flowtrics?** Our partnership with Flowtrics over the last two years has allowed us to onboard new employees quickly and easily. It allows us to organize our employee files as needed, separate different kinds of files, and easily send documents to employees for signature. Flowtrics is very user friendly and the support at Flowtrics has been incredibly responsive and helpful any time we have questions. **What do you dislike about Flowtrics?** There is nothing we dislike, everything has been great **What problems is Flowtrics solving and how is that benefiting you?** Flowtrics has helped us greatly with managing our employee files and ongoing training. It has allowed us to be more organized and easily pull any documentation we need. ### 6. Streamlined **Rating:** 5.0/5.0 stars **Reviewed by:** Erica D. | Rehab Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Flowtrics?** Flowtrics has been a great tool for us over the past year. The form-building capabilities have allowed us to create and deploy forms quickly. Real-time data analysis and the ability to adjust on the go have improved our campaigns significantly. The support team has always been on hand to help, ensuring we get the most out of the platform. Our collaboration with Flowtrics has been a critical factor in our continued growth. **What do you dislike about Flowtrics?** I have yet to run into something I don't like with Flowtrics. **What problems is Flowtrics solving and how is that benefiting you?** It allows us to organize employee data and easily send documents for signature. ### 7. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Flowtrics?** “Implementing Flowtrics was one of the best decisions we made this year. The platform’s AI tools, especially its OCR and NLP capabilities, have significantly improved our data handling processes. We used to spend hours manually entering and verifying data, but now it’s done in minutes, and with greater accuracy. This efficiency has allowed us to reassign team members to more strategic roles, driving innovation and client satisfaction. Flowtrics has not only saved us time but also improved our bottom line.” **What do you dislike about Flowtrics?** No cons to really talk about except they are new but they have a good product; Flowtrics' dedication to customer satisfaction and innovation is evident in every interaction. **What problems is Flowtrics solving and how is that benefiting you?** Resolves work fow automation issues. ### 8. Flowtrics For The W **Rating:** 5.0/5.0 stars **Reviewed by:** Grant J. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Flowtrics?** Our favorite feature about Flowtrics is the URL feature that allows you to send a document directly with a URL. That allows people to fill out a web form and go directly into a legal document to sign it without having to check their email. It's great for improving conversion rates. **What do you dislike about Flowtrics?** There are a couple of features that take a little getting used to, but the Flowtrics support team is so good that any problems we have ran into have been quickly solved. So, no real issues at all. **What problems is Flowtrics solving and how is that benefiting you?** We use it mainly to get people to sign Franchise Disclosure Documents (FDDs) and Franchise Agreements (FAs). ### 9. Incredible and extremely helpful software! **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen S. | Rebab Service Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Flowtrics?** Over the past few years, Flowtrics has significantly enhanced our operations. Its workflow automation tools have streamlined our task management, minimizing confusion and delays. As a result, we’ve completed projects more quickly and increased client satisfaction. The Flowtrics team has been consistently supportive, helping us implement changes that align with our evolving requirements. This partnership has truly transformed our operations for the better. **What do you dislike about Flowtrics?** There are no downsides. Flowtrics is always responsive and willing to make the necessary adjustments. **What problems is Flowtrics solving and how is that benefiting you?** The simplicity of managing employee profiles. ### 10. Very wonderful **Rating:** 5.0/5.0 stars **Reviewed by:** Pam M. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Flowtrics?** Matt was able to help make sure each step of using Flowtrics was aligned with our business needs which created a lot of work and specific programming which was absolutely wonderful to work with a company who wanted to meet our needs versus us mold to fit their product **What do you dislike about Flowtrics?** With all new programming there are small hiccups along the way which can cause small disruptions in our process but it's about the quality of attention to fixing the solutions that is important and that's what was the positive side about the errors along the way. **What problems is Flowtrics solving and how is that benefiting you?** All communication and organization behind contractor management ### 11. Easy data migration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2024 **What do you like best about Flowtrics?** Easy to send and receive data. Really great to work with the support teams. Great interfce and easy enough for me to add new documents. **What do you dislike about Flowtrics?** We like it a lot. No complaints. Even the price is reasonable for all we are getting. **What problems is Flowtrics solving and how is that benefiting you?** Health care forms that need to be returned to goverment agencies in specific templates. Allowed us to pass data and fill the forms and then automatically submit. - [View Flowtrics pricing details and edition comparison](https://www.g2.com/products/flowtrics/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-30+08%3A48%3A12+-0500&secure%5Bsession_id%5D=65ebc7f7-9d58-40ed-a2ad-29f7ae56dda9&secure%5Btoken%5D=09b4fbb79948e92ba732c52cd21f472f59e01dcea931c8865a79ebce5d36cb8b&format=llm_user) ## Flowtrics Features **Setup** - Activities - Flows - Dependencies - Notifications **Management** - Updates - Audit Trail - Integration **Generative AI** - AI Text Generation **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Flowtrics Alternatives - [Slack](https://www.g2.com/products/slack/reviews) - 4.5/5.0 (37,405 reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) - 4.4/5.0 (22,043 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (15,100 reviews)